Whether you are a beginning investor or have been preparing your portfolio for years, we can help you analyze your assets and how they relate to your financial needs and goals. We will discuss your current investment strategy and portfolios, what objectives are most important to you and where your priorities lie, and how you endure short and long-term market fluctuations. Building a financial plan helps tremendously in accomplishing this.
We have followed a similar strategy for more than 30 years by making decisions based on logic and facts rather than emotions. We believe in global diversification, tax-efficiency, asset allocation, and cost control.
Investments are only as good as their ability to keep up with life and market changes. Not only will we direct you to investments that are right for your situation, but we regularly meet to monitor your investments and make changes as necessary. This may include re-balancing your accounts, tax-loss harvesting, and performance reviews.